Awards & Accreditations

One of the first firms to be awarded the prestigious “Chartered Financial Planners” status, we are proud to hold many independent accolades as to our professional excellence.

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Top 100

FT Adviser Top 100 Financial Advisers

2020

Finalist

Moneyfacts Retirement Adviser of the Year

2020

Finalist

Money Marketing Best Retirement Adviser

2020

Winner

Professional Adviser Firm of the Year (South East)

2020

Finalist

Moneyfacts Retirement Adviser of the Year

2019

Finalist

Money Marketing Best Retirement Adviser

2019

Retirement Planner – Winner

Best Individual Pensions Advice Firm of the Year Award

2019

Top 100

FT Adviser Top 100 Financial Advisers

2019

Finalist

Professional Adviser Firm of the Year (South East)

2019

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